SaaS Payment Processing & Embedded Payments

Software companies need recurring billing that doesn't churn, global checkout, and increasingly, payments built into their product. Roots supports subscription billing, embedded payments and custom builds, and uses Square's APIs where a Square-based build fits.

How these solutions work for saas & technology

See what each option adds to the way your business takes and tracks payments.

Recurring Billing

For saas & technology: Schedule and manage payments for software subscriptions and recurring license fees, including renewals and customer account balances.
  • Design payment plans (including 10-month or 12-month) for customers
  • Set retry, dunning and late-fee rules
  • Sync recurring payments to your accounting or management system
Explore this solution

Multi-Currency Payments

For saas & technology: Collect software subscriptions, licenses and implementation charges in the currencies your customers use and reconcile them against the original order or invoice.
  • Identify which currencies your payers use
  • Configure pricing and settlement
  • Explain FX costs clearly
Explore this solution

E-commerce Payments

For saas & technology: Add online checkout for software subscriptions, licenses and implementation charges, with order references carried through payment and fulfillment.
  • Pick the right checkout for your platform
  • Configure fraud rules for your ticket sizes
  • Test end to end before launch
Explore this solution

Chargeback Management

For saas & technology: Organize evidence for disputed software subscriptions, licenses and implementation charges, including customer authorizations, delivery details and service records.
  • Discuss your business goals on a free consultation
  • Coordinate your provider introduction and setup
Explore this solution

Level 2/3 Processing

For saas & technology: Include purchase-order references and itemized invoice data for business-card purchases of software subscriptions, licenses and implementation charges.
  • Analyze statements to find commercial-card downgrades
  • Configure the gateway or ERP to populate enhanced data accurately
  • Monitor CEDP qualification and fix data-quality errors
Explore this solution

ACH Payments

For saas & technology: Offer bank-account payments for software subscriptions, licenses and implementation charges, with authorization and invoice matching built into the workflow.
  • Write compliant authorization language for customers
  • Set up account verification and return monitoring
  • Help you meet Nacha's 2026 fraud-monitoring requirements
Explore this solution
✓

Transfer initiated

$750.00 · ref ACH-7731

Stablecoin Settlement

For saas & technology: Explore stablecoin settlement for amounts owed to developers and technology partners, with recipient and invoice references retained.
  • Assess whether stablecoin settlement fits your trading partners
  • Coordinate onboarding with our service partners
  • Integrate records with your accounting
Explore this solution

SaaS & Technology payment questions

Start with the workflows your business needs. Options on this page include Recurring Billing & Autopay for SaaS, Multi-Currency Payments for SaaS Companies, Level 2/3 Processing for SaaS Companies. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review invoices, registration payments, recurring collections and reconciliation, then plan the changes your saas & technology business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which saas & technology workflows need to improve so we can scope a practical setup.

Payments for saas & technology, set up right

Talk to our sales team about your setup, or become a partner and bring us your merchants.